Lori Walters, Cpa, Cma Candidate
About Lori Walters, Cpa, Cma Candidate
Lori Walters is a Financial Planning and Analysis Manager at BrightSpring Health Services, with a background in accounting and finance. She holds a CPA license and is currently pursuing the CMA designation, bringing extensive experience in financial preparation and analysis across various industries.
Work at BrightSpring Health Services
Lori Walters serves as the Financial Planning and Analysis Manager at BrightSpring Health Services, a position she has held since 2021. In this role, she is responsible for overseeing financial planning, budgeting, and forecasting activities. Her expertise in financial preparation is instrumental in supporting the organization's financial health and strategic initiatives. Located in Louisville, Kentucky, BrightSpring Health Services focuses on providing high-quality health services, and Lori's contributions are vital to its operational success.
Education and Expertise
Lori Walters has a solid educational background in finance and accounting. She studied at Eastern Kentucky University, where she earned a Certificate in Accounting. Additionally, she holds a Bachelor of Arts in Finance from Washington State University. Currently, she is pursuing the Certified Management Accountant (CMA) designation, further enhancing her expertise in financial management. Lori is also a licensed CPA and a member of both the AICPA and the Kentucky Society of CPAs.
Professional Background
Lori Walters has a diverse professional background in finance and accounting. Before joining BrightSpring Health Services, she worked as a Controller at Challenge Mfg. Company for seven months in 2019. She also served as a Senior Business Analyst/Sr. Accountant at HINKLE CONTRACTING COMPANY, LLC for one year and held the position of Property Accountant at American Capital Group for nearly a year. Her experience spans various roles, demonstrating her adaptability and proficiency in financial management.
Achievements in Financial Management
Lori Walters has extensive experience in financial preparation, budgeting, and forecasting, particularly in the construction and automotive manufacturing sectors. She has provided auditing, reviews, compilations, and tax work services across a range of industries, including non-profits, churches, and governmental organizations. Her proficiency with multiple ERP systems enhances her capability to manage financial data and reporting effectively, contributing to her success in various financial roles.